Cheers,
1.
I agree.
2.
About 5.6%, but only 20% franked...
For such a large, ASX20, defensive (Beta of 0.5)...
But, to be fair, I retract my previous statement, dividends aren't "low".
I guess, I just would prefer higher, given the nature of the stock. The dividends since March 2007 have been uninspiring (especially taking into account that they were franked 60% in 2007, compared to 20% for the last 3).... I can't be bothered double checking, but I would assume that 07/08 dividends were higher than 08/09, after taking into account franking credits.
I guess, dividends are 'okay'... but, they aren't a reason for me to invest in this stock.
3.
I agree, paying out $500m seems unlikely.
I certainly don't 'prior judge' that it will succeed. I just note the possibility that it will, and the probability that it will be settled. However, at any rate, it is a *risk* which increases my desired expected return for this stock.
Imagine if 50% gets paid out (read: $250m). You are right, it won't ruin the company... but, it certainly would lower the SP, IMHO.
4.
The fact that high short sales point to a higher buy side in the future is irrelevant:) Obviously you agree high short-sales are bad, yes?
RE: Short sales, I said, "slightly higher" ... "It's not massive, but, it's certainly not good!". Don't read too much into this minor point :).
It's certainly not a large negative for the stock, but, for example, if there were 0 short sales... that would be a positive. Without that positive (in fact, with a neutral, slightly negative)... it's just one less reason to buy QBE.
Finally, yes, in 10 years, I expect QBE to be higher. My investment horizon is 2.5 years, and I can now no longer totally believe that QBE will give me 10-15% ROI between now and then :).
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Last
$16.31 |
Change
0.160(0.99%) |
Mkt cap ! $24.63B |
Open | High | Low | Value | Volume |
$16.14 | $16.45 | $16.01 | $69.83M | 4.276M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 7022 | $16.31 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$16.32 | 24884 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 7022 | 16.310 |
3 | 2264 | 16.300 |
1 | 3078 | 16.290 |
1 | 9792 | 16.280 |
3 | 16966 | 16.270 |
Price($) | Vol. | No. |
---|---|---|
16.320 | 24884 | 1 |
16.330 | 19339 | 3 |
16.340 | 13108 | 3 |
16.350 | 45875 | 4 |
16.360 | 18787 | 4 |
Last trade - 16.10pm 16/08/2024 (20 minute delay) ? |
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